Riverpoint Wealth Management Holdings’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.62M | Buy |
12,773
+13
| +0.1% | +$2.67K | 0.62% | 19 |
|
2025
Q1 | $2.83M | Buy |
12,760
+4
| +0% | +$889 | 0.73% | 16 |
|
2024
Q4 | $3.19M | Buy |
12,756
+37
| +0.3% | +$9.27K | 0.83% | 16 |
|
2024
Q3 | $2.96M | Buy |
12,719
+12
| +0.1% | +$2.8K | 0.76% | 17 |
|
2024
Q2 | $2.68M | Buy |
12,707
+19
| +0.1% | +$4K | 0.74% | 17 |
|
2024
Q1 | $2.18M | Sell |
12,688
-49
| -0.4% | -$8.4K | 0.6% | 19 |
|
2023
Q4 | $2.45M | Buy |
12,737
+14
| +0.1% | +$2.7K | 0.72% | 17 |
|
2023
Q3 | $2.18M | Sell |
12,723
-20
| -0.2% | -$3.42K | 0.72% | 16 |
|
2023
Q2 | $2.47M | Buy |
12,743
+15
| +0.1% | +$2.91K | 0.78% | 16 |
|
2023
Q1 | $2.1M | Buy |
12,728
+16
| +0.1% | +$2.64K | 0.72% | 16 |
|
2022
Q4 | $1.65M | Buy |
12,712
+18
| +0.1% | +$2.34K | 0.61% | 17 |
|
2022
Q3 | $1.75M | Buy |
12,694
+1,936
| +18% | +$268K | 0.75% | 15 |
|
2022
Q2 | $1.47M | Sell |
10,758
-90
| -0.8% | -$12.3K | 0.59% | 17 |
|
2022
Q1 | $1.89M | Buy |
10,848
+12
| +0.1% | +$2.1K | 0.66% | 17 |
|
2021
Q4 | $1.92M | Sell |
10,836
-2,146
| -17% | -$381K | 0.65% | 17 |
|
2021
Q3 | $1.84M | Sell |
12,982
-3,600
| -22% | -$509K | 0.64% | 17 |
|
2021
Q2 | $2.27M | Buy |
16,582
+1,081
| +7% | +$148K | 0.63% | 23 |
|
2021
Q1 | $1.89M | Sell |
15,501
-2,099
| -12% | -$256K | 0.57% | 23 |
|
2020
Q4 | $2.34M | Sell |
17,600
-21
| -0.1% | -$2.79K | 0.74% | 22 |
|
2020
Q3 | $2.04M | Sell |
17,621
-1,015
| -5% | -$118K | 0.74% | 22 |
|
2020
Q2 | $1.7M | Buy |
18,636
+36
| +0.2% | +$3.28K | 0.66% | 25 |
|
2020
Q1 | $1.18M | Sell |
18,600
-192
| -1% | -$12.2K | 0.58% | 30 |
|
2019
Q4 | $1.38M | Buy |
18,792
+124
| +0.7% | +$9.11K | 0.55% | 28 |
|
2019
Q3 | $1.05M | Buy |
18,668
+52
| +0.3% | +$2.91K | 0.46% | 28 |
|
2019
Q2 | $921K | Buy |
18,616
+16
| +0.1% | +$792 | 0.42% | 29 |
|
2019
Q1 | $883K | Sell |
18,600
-1,564
| -8% | -$74.2K | 0.43% | 29 |
|
2018
Q4 | $795K | Buy |
20,164
+1,344
| +7% | +$53K | 0.44% | 28 |
|
2018
Q3 | $1.06M | Buy |
18,820
+316
| +2% | +$17.9K | 0.54% | 23 |
|
2018
Q2 | $856K | Buy |
18,504
+240
| +1% | +$11.1K | 0.48% | 23 |
|
2018
Q1 | $765K | Buy |
18,264
+2,308
| +14% | +$96.7K | 0.46% | 21 |
|
2017
Q4 | $674K | Sell |
15,956
-208
| -1% | -$8.79K | 0.42% | 21 |
|
2017
Q3 | $630K | Buy |
16,164
+408
| +3% | +$15.9K | 0.41% | 20 |
|
2017
Q2 | $571K | Sell |
15,756
-596
| -4% | -$21.6K | 0.4% | 21 |
|
2017
Q1 | $589K | Buy |
16,352
+32
| +0.2% | +$1.15K | 0.45% | 20 |
|
2016
Q4 | $489K | Buy |
+16,320
| New | +$489K | 0.4% | 20 |
|